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Portfolio (Quarterly) Guide ↗

UniSuper Management Pty Ltd

· CIK 0001989400
13F Portfolio $15.3B AUM 664 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 185 Added 283 Reduced 18 Exited
Page 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EME EMCOR GROUP INC Industrials 6,004.0 $4.4M 0.03% +1K +26.2% $738.31 +16.1%
82 SYY SYSCO CORP Consumer Defensive 59,496.0 $4.2M 0.03% +10K +20.1% $71.33 +9.8%
83 BDX BECTON DICKINSON & CO Healthcare 26,560.0 $4.2M 0.03% +848.0 +3.3% $157.23 -10.1%
84 F FORD MTR CO Consumer Cyclical 361,047.0 $4.2M 0.03% +5K +1.4% $11.54 +22.0%
85 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 61,532.0 $4.1M 0.03% +14K +29.6% $67.07 +44.3%
86 PYPL PAYPAL HLDGS INC Financial Services 88,461.0 $4.0M 0.03% +6K +6.7% $45.23 -6.5%
87 AMP AMERIPRISE FINL INC Financial Services 8,933.0 $4.0M 0.03% +51.0 +0.6% $444.40 +5.8%
88 ROL ROLLINS INC Consumer Cyclical 72,146.0 $3.9M 0.03% +33K +83.2% $53.41 -17.1%
89 RJF RAYMOND JAMES FINL INC Financial Services 26,477.0 $3.8M 0.03% +7K +34.8% $144.79 +8.4%
90 NDAQ NASDAQ INC Financial Services 43,635.0 $3.7M 0.02% +2K +4.8% $84.89 -2.8%
91 VMC VULCAN MATLS CO Basic Materials 13,277.0 $3.6M 0.02% +294.0 +2.3% $272.30 +11.4%
92 COIN COINBASE GLOBAL INC Financial Services 20,313.0 $3.5M 0.02% +2K +9.8% $174.61 -5.3%
93 DAL DELTA AIR LINES INC DEL Industrials 53,344.0 $3.5M 0.02% +2K +3.4% $66.48 +29.9%
94 PRU PRUDENTIAL FINL INC Financial Services 35,863.0 $3.5M 0.02% +1K +3.5% $97.69 +10.6%
95 SUI SUN CMNTYS INC Real Estate 27,800.0 $3.5M 0.02% +300.0 +1.1% $125.96 -5.9%
96 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 46,806.0 $3.3M 0.02% +1K +2.6% $71.18 -14.5%
97 A AGILENT TECHNOLOGIES INC Healthcare 29,115.0 $3.3M 0.02% +1K +4.6% $113.98 +11.1%
98 WPC WP CAREY INC Real Estate 48,800.0 $3.3M 0.02% +300.0 +0.6% $67.96 +5.4%
99 ULTA ULTA BEAUTY INC Consumer Cyclical 6,291.0 $3.3M 0.02% +1K +25.4% $522.71 -11.8%
100 AXON AXON ENTERPRISE INC Industrials 7,440.0 $3.2M 0.02% +313.0 +4.4% $424.69 -2.7%
Page 5 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 13.4%
Communication Services 10.1%
Consumer Cyclical 8.2%
Industrials 8.0%
Healthcare 6.8%
Utilities 4.7%
Real Estate 3.7%
Consumer Defensive 3.5%
Energy 3.1%